Bank / Wealth / TrustRIA · CRD 130319SEC-Registered

Updated:

Jim Hannley

Hannley Investment Advisers is an SEC-registered investment adviser. The firm manages approximately $95,000 in regulatory assets. It has 1 employee and 1...

Jim Hannley logo

Jim Hannley

Hannley Investment Advisers is an SEC-registered investment adviser. The firm manages approximately $95,000 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2004

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Tucson

Corporate office

Tucson, AZ, United States

Principals

Jim Hannley

Principal

Sector focus

Real EstatePrivate CreditHedge Funds

Frequently asked questions

Who makes investment decisions at Jim Hannley's office?

Jim Hannley appears to serve as the sole named principal and decision-maker for the office. No investment committee or additional named partners are publicly associated with the entity. This is consistent with many single-family offices in the Mountain West where the patriarch or wealth creator retains direct control over asset allocation and manager selection.

Does the office invest in venture capital or early-stage companies?

Based on the office's apparent focus on real estate, private credit, and hedge funds, venture capital does not appear to be a meaningful allocation. The portfolio posture favors income-producing and asset-backed investments over growth equity or venture-stage strategies. Allocators seeking co-investment partners for early-stage rounds are unlikely to find alignment here.

How does the office source its real estate and private credit deals?

The office likely relies on direct origination within Arizona and adjacent Southwestern markets, potentially through relationships with regional brokers, developers, and business owners. This direct-to-principal deal flow is characteristic of private family offices that do not operate institutional origination platforms or participate in broadly marketed syndications.

Is Jim Hannley's office open to co-investment from other family offices?

There is no public indication that the office accepts co-investment from external family offices or institutional partners. The structure appears to be a closed family vehicle, with capital sourced exclusively from the principal's personal and family assets. External allocators typically have no access point to this entity.

What is the geographic concentration of the investment portfolio?

The portfolio likely concentrates in Arizona and neighboring Southwestern states, where the principal is based and where real estate and private credit origination relationships are most developed. Regional family offices of this type rarely deploy meaningful capital outside their home geography unless participating in a national hedge fund allocation.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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